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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,059 | $77,814-42.1% | $158,223-71.5% | $86,983-48.2% |
| Participation rate | 61.4% | 68.4%-7.0pp | 79.2%-17.8pp | 69.5%-8.1pp |
| Annual return | 0.00% | 30.54%-30.5pp | 52.09%-52.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,747 | $3,270-16.0% | $5,467-49.7% | $4,194-34.5% |
| Admin fee / account holder | $7,668 | $5,879+30.4% | $16,047-52.2% | $7,856-2.4% |